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Screenshots

  • Relay: CRM on the go screenshot 1
  • Relay: CRM on the go screenshot 2
  • Relay: CRM on the go screenshot 3
  • Relay: CRM on the go screenshot 4
  • Relay: CRM on the go screenshot 5
  • Relay: CRM on the go screenshot 6
  • Relay: CRM on the go screenshot 7
  • Relay: CRM on the go screenshot 8

About Relay: CRM on the go

Relay is your company's CRM as a native Android app for phones, tablets, Chromebooks and Wear OS watches. The website is where you set the business up; Relay is where you run your day.

Relay needs an account on your company's CRM: you sign in with the same account you use on the website, and Relay can do exactly what you can do there, under the same rules. No account? Tap Try the demo: sample workspaces with sample businesses and people, and nothing leaves your device.

YOUR DAY ON ONE PAGE
• Today: your meetings, tasks due and what needs you, with a greeting that says how much is waiting. Show or hide each section.
• Start your day: what needs you, one card at a time, with one action each.
• Deal check-up: deals whose close date has passed or that have no next step.
• Inbox: replies, tickets and approvals in one list, with filters for unread, approvals and replies.
• Your week: what got done and what's coming up.

SAY YES ON THE GO
• Approvals with the reason, who asked and the risk, from the app or your watch.

THE CRM IN YOUR POCKET
• Pipeline by stage, with each stage's value and weighted value.
• People, companies, deals, tickets and invoices, with key facts, open tasks, notes and call logs.
• Tasks: today, overdue and the next 7 days, filtered by type and priority.
• Search across your CRM.
• Ask Relay: ask your CRM's assistant about your pipeline, your accounts or your day. Before the first question, Relay asks your permission to send it.
• Keep in touch with the people who matter, on a cadence you choose.
• Nearby accounts, nearest first, and check in at a customer's office in one tap. Your location stays on your device.
• Quick add, and Add to Relay from any app's Share menu: text, links and contact cards.

MADE FOR ANDROID
• Home screen widgets: Needs you, Today's Tasks, Next Meeting and This Week.
• Quick Settings tiles: Start My Day, Capture to Relay, Ask Relay and Log a Call.
• Wear OS: today's next meeting, tasks and approvals on your wrist, with a tile and complications. The watch app works with Relay on your phone.
• Tablets and Chromebooks: list and detail side by side, keyboard shortcuts, mouse and trackpad.

PRIVATE BY DESIGN
• No ads, no tracking, no analytics.
• Optional lock with your fingerprint, face or screen lock, and Discreet mode that hides money and personal details while you present.
• Works offline: what you've seen is kept on the device, and changes sync when you're back.
• Signing out removes what Relay kept on the device.

Relay is made by Caldrion LLC.